bexio + Teachworks
bexio + Teachworks
bexio + Teachworks integrations
Create persons in bexio for every new customer in Teachworks
Start streamlining your client management effortlessly with this workflow. When you add a new customer in Teachworks, it immediately creates a person in Bexio, saving you valuable time and minimizing manual data entry. This automation ensures consistency in information across your platforms, letting you focus more on providing educational services.
- When this happens...
New CustomerTriggers when a new customer (family or independent student) is created.TriggerInstant - automatically do this!
Create PersonCreate a new person.ActionWrite
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More things you can do with Teachworks and bexio
Discover other triggers and actions you can use with Teachworks and bexio
New Cost PremiumTriggers when a new cost premium is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Availability
Triggers when a new availability is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Employee
Triggers when a new employee is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lesson
Triggers when a new lesson is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Package Balance Alert
Triggers when a low package balance alert is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Refund
Triggers when a new refund is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Student
Triggers when a new student is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Wage Payment
Triggers when a new wage payment has been created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer IDRequired
- First NameRequired
- Last NameRequired
- Email
- Additional Email
- Home Phone
- Mobile Phone
- Status
- School
- Grade
- Additional Notes
- Calendar Color
- Birth Date
- Start Date
- Billing MethodRequired
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- Lesson Notes Emails
- SMS Lesson Reminders
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Unviewed
- Send Welcome Email
- Enable User Account
- Student Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salutation
- First NameRequired
- Last NameRequired
- Email
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip or Postal Code
- Country
- Additional Notes
- Status
- Enable Email Lesson Reminders
- Email Lesson Notes
- SMS Lesson Reminders
- Unviewed
- Stripe ID
- Send Welcome Email
- Enable User Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lesson nameRequired
- Description
- Teacher IDRequired
- Student ID(s)Required
- Service IDRequired
- Location IDRequired
- Number of Student Spaces
- Start date of the lessonRequired
- Start time of the lessonRequired
- End date of the lessonRequired
- End time of the lessonRequired
- Override Default Cost Calculation
- Override Method
- Custom Override Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Custom Field IDRequired
- Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email
- Customer ID
- Student ID
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- Employee ID
- First Name
- Last Name
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- Payment DateRequired
- Customer IDRequired
- AmountRequired
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Sort Direction
- Salutation
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip or Postal Code
- Country
- Additional Notes
- Status
- Enable Email Lesson Reminders
- Email Lesson Notes
- SMS Lesson Reminders
- Unviewed
- Stripe ID
- Send Welcome Email
- Enable User Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- DateRequired
- Customer IDRequired
- AmountRequired
- Sort Direction
- Description
- Payment Method
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Status of Invoice
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New/Updated PersonTriggers when a person is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- State of Project
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Combined EntryRequired
- Automatic Reference Number
- Date (line item support)Required
- Reference Number (line item support)
- CurrencyRequired
- Debit Account Numbers (line item support)Required
- Credit Account Numbers (line item support)Required
- Vat (line item support)
- VAT Account
- Description (line item support)
- Amount (line item support)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Last NameRequired
- First NameRequired
- Number
- Birthday
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File to uploadRequired
- FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company or PersonRequired
- Company Contact Person
- Order Date
- API Reference
- Order Title
- VAT included in the total
- Project
- Line Item Name/IdRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company or PersonRequired
- Company Contact Person
- Quote Date
- API Reference
- quote Title
- VAT included in the total
- Project
- Line Item Name/IdRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Identifier For Existing CompanyRequired
- Company Id
- Name
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of staff
- Tax Nr
- Trade Register Number
- Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- E-Mail
- Number
- Phone
- Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number
- API Reference
- Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- CodeRequired
- Product TypeRequired
- Description
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Lesson Completed
Triggers when a teacher is marked as completed by setting the attendance status in Teachworks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer (family or independent student) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is approved (ie. created or updated with status set to "Approved")
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lesson Participant
Triggers when a new lesson participant is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Other Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Unavailability
Triggers when a new unavailability is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Wage Tier
Triggers when a new wage tier is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - First NameRequired
- Last NameRequired
- Employee TypeRequired
- Include as Teacher
- Status
- Email
- Mobile Phone
- Home Phone
- Address
- Address - Line 2
- City
- State
- Zip
- Country
- Additional Notes
- Birth Date
- Hire Date
- Position
- Bio
- Wage Type
- Employee Wage
- Wage Tier ID
- Work Wage Type
- Work Wage
- Default Calendar View
- Calendar Color By
- Calendar Color
- Subject IDs
- Enable Email Lesson Reminders
- Enable SMS Lesson Reminders
- Unviewed
- Send Welcome Email
- Enable User Account
- Permission - Other Teacher's Lessons
- Permission - Student Contact Info
- Permission - Calendar Events
- Permission - Lesson Cost
- Permission - Lesson Duration
- Permission - Send Lesson Notes
- Permission - Upload Files
- Permission - Staff
- Permission - Teachers
- Permission - Students & Families
- Permission - Accounting
- Permission - Payroll & Hours
- Permission - Services
- Permission - Locations & Vehicles
- Permission - Lesson Wage (Other's)
- Permission - Analytics Reports
- Permission - Tasks
- Permission - Account Settings
- Permission - Subscription
- Permission - Integrations Settings
- Permission - Send Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salutation
- First NameRequired
- Last NameRequired
- Email
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip or Postal Code
- Country
- Status
- Unviewed
- Stripe ID
- Additional Notes
- Send Welcome Email
- Enable User Account
- School
- Grade
- Calendar Color
- Birth Date
- Start Date
- Billing Method
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- SMS Lesson Reminders
- Lesson Notes Emails
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Student Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- DateRequired
- AmountRequired
- Description
- Payment Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Student IDRequired
- Custom Field IDRequired
- Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email
- Customer ID
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- Email
- Student ID
- Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- Email
- Customer IDRequired
- Student ID
- Sort Direction
- Additional Email
- Home Phone
- Mobile Phone
- Status
- School
- Grade
- Additional Notes
- Calendar Color
- Birth Date
- Start Date
- Billing MethodRequired
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- Lesson Notes Emails
- SMS Lesson Reminders
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Unviewed
- Send Welcome Email
- Enable User Account
- Student Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- First NameRequired
- Last NameRequired
- Email
- Sort Direction
- Salutation
- Additional Email
- Home Phone
- Mobile Phone
- Work Phone
- Address
- Address - Line 2
- City
- State
- Zip or Postal Code
- Country
- Status
- Unviewed
- Stripe ID
- Additional Notes
- Send Welcome Email
- Enable User Account
- School
- Grade
- Calendar Color
- Birth Date
- Start Date
- Billing Method
- Student Cost
- Cost Premium ID
- Discount Rate
- Lesson Reminder Emails
- SMS Lesson Reminders
- Lesson Notes Emails
- Default Location ID
- Default Service IDs
- Default Teacher IDs
- Student Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Status of Order
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Status of Quote
- Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Company NameRequired
- Department
- Number
- EMail
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Identifier For Existing PeopleRequired
- Person Id
- Last Name
- First Name
- Number
- Birthday (Format yyyy-mm-dd)
- E-Mail
- Second E-Mail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company or PersonRequired
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- Currency
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/CodeRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- Recipient MailRequired
- SubjectRequired
- MessageRequired
- Mark as pending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product TypeRequired
- NameRequired
- Description
- CodeRequired
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project TypeRequired
- Project StateRequired
- Company or PersonRequired
- Company Contact Person
- Start Date
- End Date
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BillableRequired
- Business ActivityRequired
- Company or Person
- Company Contact Person
- Project
- Status
- TypeRequired
- Date
- Duration
- Start Time
- End Time
- Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- ISO 3166
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order Number
- API Reference
- Include Order PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Number
- API Reference
- Include Quote PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Last NameRequired
- First NameRequired
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Street Name
- House Number
- Address Addition
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Second Phone
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
Related categories
Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students, schedules, billing and more.
Related categories